LWMNY

Landmark Wealth Management (New York) Portfolio holdings

AUM $252M
1-Year Est. Return 6.73%
This Quarter Est. Return
1 Year Est. Return
+6.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$5.79M
3
+$2.62M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.61M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.15M

Top Sells

1
+$2.09M
2
+$213K
3
+$99.1K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$39.9K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$38.4K

Sector Composition

1 Technology 1.77%
2 Energy 0.49%
3 Utilities 0.2%
4 Healthcare 0.18%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 15.51%
74,137
+16,294
2
$24.2M 13.48%
265,570
+63,456
3
$14.6M 8.11%
454,002
+81,338
4
$6.17M 3.43%
130,196
+24,351
5
$5.37M 2.98%
128,557
+22,736
6
$5.09M 2.83%
54,885
+4,549
7
$5M 2.78%
110,915
+10,606
8
$4.65M 2.58%
99,487
+56,070
9
$4.53M 2.52%
11,024
-97
10
$4.52M 2.51%
98,215
+15,655
11
$4.43M 2.47%
194,620
+19,485
12
$3.52M 1.96%
93,762
+20,944
13
$3.49M 1.94%
10,878
+2,417
14
$3.43M 1.91%
35,503
+6,846
15
$3.32M 1.85%
66,305
+14,775
16
$3.19M 1.78%
45,134
+10,208
17
$3.15M 1.75%
151,697
+26,328
18
$3.13M 1.74%
61,924
+11,056
19
$2.89M 1.61%
56,741
+12,866
20
$2.79M 1.55%
25,512
+5,165
21
$2.41M 1.34%
15,670
+2,803
22
$2.4M 1.34%
49,677
+13,275
23
$2.33M 1.29%
38,100
+8,762
24
$2.18M 1.21%
13,749
+3,074
25
$1.95M 1.08%
43,170
+11,696
1
2 3